Job Views:  
2282
Applications:  62
Recruiter Actions:  0

Job Code

627549

AM/DM/Manager/Senior Manager/AVP - Wealth Management AUM - HNI

Posted 6 years ago
Posted 6 years ago

We have a job opening from India Infoline Finance Ltd as a AM/DM/Manager / Sr.Manager / AVP.

ROLES & RESPONSIBILITIES: -

- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.

- Managing client relationship and generate AUM from preferred clients.

- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.

- To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.

- To conduct and assist in organizing seminars, workshops and other business development activities.

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Job Views:  
2282
Applications:  62
Recruiter Actions:  0

Job Code

627549

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